Marcus
Hanna
Key Investment Services LLC
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About this Advisor
Marcus Hanna is a financial advisor based in Cleveland, Ohio, with 1 year of industry experience. Hanna is on the advisory team at Key Investment Services LLC. Over the course of their career, they have held roles at West Point Wealth Management, Sirva, Ameritas Investment Corp, Ameritas Life Insurance Corp, The Willoughby Agency, Jp Morgan Chase Bank, Jp Morgan Securities, LLC, Key Investment Services, Keybank and Key Investment Services LLC. Hanna maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in Ohio. Key Investment Services LLC is a financial advisory company operating out of Cleveland, OH. The company has offices in 14 locations and a total of 1,062 people on staff. It controls $3 billion in assets among its 23,518 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 93 charitable organizations. Of its 23,518 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Key Investment Services LLC has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which service is provided. Fees charged by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$3,216,898,961
1,062
23,518
$136,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Marcus Hanna Work History
Marcus has been registered as a financial advisor for 1 years.*
Key Investment Services LLC
Key Investment Services LLC
Keybank
Key Investment Services
Keybank
Key Investment Services
Keybank
Jp Morgan Chase Bank
Jp Morgan Securities, LLC
West Point Wealth Management
Ameritas Investment Corp
Ameritas Life Insurance Corp
The Willoughby Agency
Sirva
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marcus Hanna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Key Investment Services LLC
Centerbrook, CT
Camillus, NY
Cleveland, OH
Cleveland, OH
Martinsville, IN
Cleveland, OH
Denver, CO
Vancouver, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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